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Adaptive Planning
Last Updated: 2023-06-23
Redesign for Sheets Overview and Explore Cell

Redesign for Sheets Overview and Explore Cell

Contains preview content available only to customers invited to test a new offering or capability. Do not share.

Sheets Overview

Release: 2021-03-12
We've made some changes to the
Sheets Overview
.
Navigation Section
Access either level-assigned sheets or user-assigned sheets from the new navigation section on the left. Click the arrow to collapse or expand the section.
Search and Sort
  • Type keywords in the new
    Search
    field to find sheets.
  • Click the
    Name
    header to sort the list of sheets in descending alphabetical order. Click again to switch to ascending, and click again to revert to the order set by your admin.
Level Drop-Down
It looks a bit different, but works the same. If you use elimination levels, you'll notice the new elimination level icon.
Search Cell Notes and Audit Trail
Click the
More
icon from the toolbar on the right to select
  • Search Cell Notes
  • Search Audit Trail
Change Workflow Status
For models with Workflow and users with Workflow permissions we provide a new interface for Workflow status updates:
  • For level-assigned sheets, click the status from the toolbar. The
    Level Workflow Status
    section opens on the right.
  • For user-assigned sheets, click the status next to sheet name. The
    Sheet Workflow Status
    opens on the right.
  • For user-assigned sheets, you can also sort by Workflow status: click the
    Workflow Status
    header.
From the
Level
and
Sheet Workflow Status
section, you can:
  • See who last updated the status.
  • Add a note.
  • Change the status (if you have the permissions).

Explore Cell

Release: 2021-03-12
We've rearranged the information to make it easier to find the details.
Upper Left
  • The cell value.
  • Links to the sheets that show the value.
  • Links to audit trail and drill capabilities.
Upper Right
Details about:
  • Account
  • Levels
  • Time
  • Arrows to click to the previous and next time period
Bottom Half
The bottom half contains the contributing details, including source accounts, formulas, and sources of contributing values.